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Reilly Financial Advisors’s SITE Centers SITC Stock Holding History

Reilly Financial Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-776
Closed -$9K – 1048
2017
Q4 		$9K Hold
776
– – ﹤0.01% 682
2017
Q3 		$9K Hold
776
– – ﹤0.01% 659
2017
Q2 		$9K Hold
776
– – ﹤0.01% 664
2017
Q1 		$13K Buy
+776
New +$14.3K ﹤0.01% 562
2015
Q4 		– Sell
-37
Closed -$1K – 1365
2015
Q3 		$1K Hold
37
– – ﹤0.01% 1215
2015
Q2 		$1K Hold
37
– – ﹤0.01% 1295
2015
Q1 		$1K Buy
+37
New +$913 ﹤0.01% 1241

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return